Remote Tax Pro: 1040 Returns & Customer Guidance

Intuit, Inc.; Littleton (CO); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a motivated tax professional with experience preparing federal and state returns to assist TurboTax customers in a fully remote, virtual setting.

You will guide customers through their tax questions, perform full-service return preparation and provide explanations in plain language. You will rely on government resources, professional materials, and team support to deliver accurate answers, document interactions, and meet KPIs.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must hold or be able to obtain PTIN and state licenses.
• Knowledge of Circular 230 and tax regulations.
• Willing to work a minimum of 20 hours per week.
• Must reside in the United States.

Responsibilities

• Interact with customers via video using TurboTax tools to provide tax guidance.
• Assist with tax preparation, including full-service return prep and signature.
• Answer product and software inquiries and perform tax calculations.
• Document customer interactions and meet KPI targets.
• Complete required training and compliance programs.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Critical thinking

Fast-paced environment

Bilingual English/Spanish

Proficient with technology

Education

Active PTIN

State licenses/certificates

Knowledge of Circular 230

Tools

Tax preparation software

Video/communication software (Smartlook)

Job description

Intuit, Inc. is seeking a motivated tax professional with experience preparing federal and state returns to assist TurboTax customers in a fully remote, virtual setting.

You will guide customers through their tax questions, perform full-service return preparation and provide explanations in plain language. You will rely on government resources, professional materials, and team support to deliver accurate answers, document interactions, and meet KPIs.